Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,627 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$213,003
0.03% of portfolio
|
Q3 2025
Reduced 34.94%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,068
shares
|
$212,900
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,063
shares
|
$212,385
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
2,061
shares
|
$212,179
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,058
shares
|
$211,871
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
2,051
shares
|
$211,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
2,049
shares
|
$210,944
0.07% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
2,043
shares
|
$210,326
0.05% of portfolio
|
Q3 2025
Reduced 57.09%
|
|
|
Ht Partners LLC
|
Jan 21, 2026 Q4 2025 |
2,042
shares
|
$210,223
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,042
shares
|
$210,223
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,041
shares
|
$210,120
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,034
shares
|
$209,400
0.06% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2,030
shares
|
$208,988
0.05% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,026
shares
|
$208,576
0.05% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
2,025
shares
|
$208,473
0.02% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
2,024
shares
|
$208,370
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Olio Financial Planning
|
Jan 20, 2026 Q4 2025 |
2,022
shares
|
$208,164
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,022
shares
|
$208,164
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,021
shares
|
$208,061
0.1% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
2,021
shares
|
$208,061
0.03% of portfolio
|
Q4 2025
Reduced 11.2%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
2,019
shares
|
$207,856
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
2,016
shares
|
$207,547
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
2,013
shares
|
$207,238
0.08% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
2,010
shares
|
$206,929
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,005
shares
|
$206,414
0.05% of portfolio
|
Q3 2025
New holding
|
|